Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Long-end yields near multi-decade h...
Anyone who said “Sell in May and Go Away” is likely feeling validated...
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Discover how softening economic dat...
Watch our video series dedicated to the exciting world of listed infrastructure and listed real estate including the latest trends and our insights.
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Weak July payrolls trigger a fixed ...
July defied its reputation as one of the year's most dependable months. As geopolitical tensions, AI-related capital expenditure and a more ambiguous Federal Reserve converged, investors increasing...
Leveraged credit markets ended 2023 on a high note. The recent rally among risky assets, including high yield bonds and leveraged loans, erased some of the memories of what was a tumultuous year.
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Markets digest a hawkish Fed pause,...
Polen Capital's 5Perspectives Large Growth Portfolio returned +26.63% (net) in Q2 2026, outperforming the Russell 1000 Growth Index (+16.74%) by nearly 1,000 basis points. Top relative contributors...
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